2023 Form 5500 filing — Epika Fleet Services 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250114100342NAL0010868739001) for Epika Fleet Services 401(K) Plan, reported by Epika Fleet Services, Inc. under EIN 81-4555083 and plan number 001. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.3MReported net assets$5,316,994
Participants265
Provider compensation$28.3K3 Schedule C row(s)$28,269
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250114100342NAL0010868739001
Plan sponsor
Epika Fleet Services, Inc.
EIN
81-4555083
Plan number
001
Location
Nashville, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.3M total assets
Net assets$5.3MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$411.3K
Benefits paid / distributions$383.1K
Contributions
Employer$417.8K
Participant$755.5K
Full reported line items
Total assets (EOY)
$5,316,994
Total liabilities (EOY)
$0
Net assets (EOY)
$5,316,994
Employer contributions
$417,811
Participant contributions
$755,451
Total income / additions
$1,690,781
Benefits paid
$383,078
Administrative expenses
$28,268
Total expenses
$411,346
Net increase / (decrease)
$1,279,435
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $14K
  2. 2
    INVESTMENT ADVISOR · Direct $11K
  3. 3
    TPA · Direct $3.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250114100342NAL0010868739001 cover?
It is the 2023 Form 5500 filing for Epika Fleet Services 401(K) Plan, reported by Epika Fleet Services, Inc. (EIN 81-4555083).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages